BSC
SPHQ icon

BOLTON SECURITIES CORPORATION’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio SPHQ Stock Details SPHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$886K Buy
+11,786
New +$916K 0.04% 397
2025
Q3 		$239K Buy
+3,262
New +$235K 0.01% 702
2025
Q1 		$216K Buy
+3,262
New +$223K 0.01% 677

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Heritage Wealth Advisors
Heritage Wealth Advisors Richmond, Virginia $2.78B AUM 16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SPHQ Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q1 2026: 11,786 shares worth $886K. The stake represents 0.04% of the portfolio and ranks #397 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in SPHQ as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in SPHQ in Q1 2025 and has held it in 3 quarters since. 754 funds tracked by Wall St. Rank hold SPHQ as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 11,786 shares of Invesco S&P 500 Quality ETF worth $886K as of Q1 2026.
  • Invesco S&P 500 Quality ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Invesco S&P 500 Quality ETF made up 0.04% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #397 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Invesco S&P 500 Quality ETF in Q1 2025 and has held it in 3 quarters since.
  • 754 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.